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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $5,028 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,661 |
Service code 15 · EIN 47-0098400 | Recordkeeping | $2,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,452 | $55,449-93.8% | $83,830-95.9% | $56,287-93.9% |
| Participation rate | 47.3% | 68.0%-20.7pp | 76.1%-28.9pp | 69.9%-22.6pp |
| Annual return | -7.24% | -1.38%-5.9pp | 850.97%-858.2pp | -9.96%+2.7pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $900 | $2,935-69.3% | $4,082-78.0% | $3,350-73.1% |
| Admin fee / account holder | $87 | $656-86.7% | $5,479-98.4% | $521-83.3% |